KCS Wealth Advisory’s iShares MBS ETF MBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.06M | Buy |
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|
2023
Q2 | $5.2M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $308K | Sell |
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|
2021
Q4 | $527K | Buy |
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|
2021
Q3 | $319K | Buy |
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|
2021
Q2 | $241K | Sell |
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|
2021
Q1 | $316K | Buy |
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|
2020
Q4 | $265K | Sell |
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|
2020
Q3 | $2.61M | Buy |
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|
2020
Q2 | $1.72M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $16.2K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $212K | Sell |
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|
2017
Q4 | $647K | Buy |
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